Screener
CPHY vs ULST
F/m Compoundr High Yield Bond ETF vs State Street Ultra Short Term Bond ETF
Key differences
Both CPHY and ULST are fixed income ETFs. CPHY charges 0.35% a year and ULST 0.20%. The main difference: CPHY follows a index tracking strategy; ULST uses active selection.
- CPHY follows a index tracking strategy; ULST uses active selection.
- ULST costs 0.15% less per year.
- ULST is much larger than CPHY. Larger funds are usually more liquid and less likely to close.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CPHY | ULST | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.20% |
| Fund size (AUM) | $7M | $552M |
| Since | 2025 | 2013 |
| Dividend yield | — | 4.22% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +3.9% |
| CAGR 3Y | N/A | +4.9% |
| CAGR 5Y | N/A | +3.5% |
| Sharpe 3Y | N/A | 1.22 |
| Volatility 1Y | — | 0.66% |
| Max drawdown | -2.51% | -6.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.